Dashboard

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Welcome back, Nageshwar

Here's what's happening with your leads today.

Total leads
0 All sources
New (not contacted)
0 Needs follow-up
Booked trips
0 Confirmed
Conversion rate
0% Booked / total

Follow-ups due

Upcoming trips

🎉 Occasions — send a wish

📈 Revenue — last 6 months

Recent leads

Leads

Every enquiry from Instagram, WhatsApp, referrals and your website — in one place.

Select a chat to start messaging

Payments & dues

Every pending balance in one place. Send reminders and record payments in one tap.

💰 Customer dues (money in)

🏨 Vendor payables (money out)

Calendar

Departures, trips, follow-ups and birthdays — all in one month view.

Departure Trip Follow-up Birthday/Anniv.

Select a day

Reviews

Customer ratings and testimonials — track your reputation.

Quotations

Create branded quotes, send them on WhatsApp, and convert to a booking in one tap.

Customers

Everyone who has booked with you — travel history, lifetime value and loyalty. Built automatically from your bookings.

Bookings

Confirmed trips, payments, and receipts.

Packages

Your ready-made trip products — reuse them for quotes, itineraries and bookings.

Departures

Fixed-date group trips — track seats, trip captain, vehicle and hotels.

Vendors

Hotels, transport, guides and activity partners you work with.

Hotels

Your hotel rates by room-sharing, category and location — ready for quick quoting.

Vehicles

Cabs, tempo travellers and buses with drivers, capacity, rates and location.

Expenses

Track money going out — hotels, cabs, fuel, marketing, salaries and more.

Documents

Securely store customer papers — Aadhaar, PAN, passport, tickets, vouchers.

Tasks

Assign to-dos to your team, set due dates, and never miss a follow-up.

Corporate clients

Companies you handle group & business travel for.

HR / Staff

Your team roster, salaries, sales targets and daily attendance.

Itineraries

Build a day-by-day trip plan and export a PDF to send your client.

Reports

Your business at a glance — leads, sources, conversion, and team performance.

Broadcast

Send an approved WhatsApp template to many customers at once — offers, updates, greetings.

⚠️ Requires a Meta-approved template. Create one in WhatsApp Manager → Message Templates and wait for approval, then use its exact name above.

Team Chat

Private group chat for your team — coordinate on leads and trips.

Activity history

Every action by you and your team — who did what, and when.

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Team

Approve people who sign up, and set what each person can do.

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Settings

Appearance saves on this device. Your name/role come from your login.

Business identity

Your profile

Brand colour

Pick a colour — the whole app updates live.

Appearance

Upload any photo as your workspace background. Stored on this device.

None

Company logo

Upload a square logo (PNG/JPG). It replaces the “HG” badge. It's stored on this device only.

No logo

AI Assistant & Bot

This becomes the bot's personality. It also learns from your recent chats to stay consistent.
One destination per line (max 8, each up to 24 characters — emojis allowed). "✏️ Other" and "☎ Talk to Expert" are added automatically. When a customer says "hi" they'll see these as a tappable menu.

Channels shown on dashboard

Data & backup

Download a complete backup of your CRM data (leads, bookings, customers, hotels, vendors, everything) as one JSON file. Keep it safe.

Sarthi
HG
Hum Nikle Gaddi Leke

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